Zacks Investment Management’s Universal Logistics Holdings ULH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,409
| Closed | -$883K | – | 704 |
|
|
2022
Q4 | $883K | Sell |
26,409
-593
| -2% | -$19.8K | 0.01% | 375 |
|
|
2022
Q3 | $856K | Buy |
27,002
+3,653
| +16% | +$116K | 0.01% | 361 |
|
|
2022
Q2 | $638K | Buy |
+23,349
| New | +$638K | 0.01% | 396 |
|
|
2021
Q3 | – | Sell |
-9,020
| Closed | -$210K | – | 653 |
|
|
2021
Q2 | $210K | Buy |
+9,020
| New | +$210K | ﹤0.01% | 559 |
|
|
2021
Q1 | – | Sell |
-26,268
| Closed | -$541K | – | 584 |
|
|
2020
Q4 | $541K | Buy |
26,268
+12,813
| +95% | +$264K | 0.01% | 413 |
|
|
2020
Q3 | $281K | Buy |
+13,455
| New | +$281K | 0.01% | 459 |
|
|
2020
Q1 | – | Sell |
-65,774
| Closed | -$1.25M | – | 602 |
|
|
2019
Q4 | $1.25M | Sell |
65,774
-3,960
| -6% | -$75.1K | 0.02% | 354 |
|
|
2019
Q3 | $1.62M | Hold |
69,734
| – | – | 0.03% | 299 |
|
|
2019
Q2 | $1.57M | Hold |
69,734
| – | – | 0.03% | 316 |
|
|
2019
Q1 | $1.37M | Hold |
69,734
| – | – | 0.03% | 335 |
|
|
2018
Q4 | $1.26M | Sell |
69,734
-10,311
| -13% | -$186K | 0.03% | 308 |
|
|
2018
Q3 | $2.95M | Hold |
80,045
| – | – | 0.06% | 211 |
|
|
2018
Q2 | $2.1M | Hold |
80,045
| – | – | 0.05% | 265 |
|
|
2018
Q1 | $1.69M | Sell |
80,045
-10,000
| -11% | -$212K | 0.04% | 305 |
|
|
2017
Q4 | $2.14M | Buy |
90,045
+24,757
| +38% | +$588K | 0.05% | 250 |
|
|
2017
Q3 | $1.34M | Hold |
65,288
| – | – | 0.03% | 313 |
|
|
2017
Q2 | $979K | Buy |
+65,288
| New | +$979K | 0.02% | 374 |
|
|
2015
Q4 | – | Sell |
-89,306
| Closed | -$1.39M | – | 657 |
|
|
2015
Q3 | $1.39M | Buy |
+89,306
| New | +$1.39M | 0.05% | 242 |
|
|
2014
Q2 | – | Sell |
-18,324
| Closed | -$530K | – | 756 |
|
|
2014
Q1 | $530K | Buy |
18,324
+1,736
| +10% | +$50.2K | 0.02% | 378 |
|
|
2013
Q4 | $506K | Buy |
16,588
+2,637
| +19% | +$80.4K | 0.02% | 386 |
|
|
2013
Q3 | $372K | Buy |
13,951
+4,696
| +51% | +$125K | 0.02% | 451 |
|
|
2013
Q2 | $223K | Buy |
+9,255
| New | +$223K | 0.01% | 549 |
|